Latest Institutional Transactions on Phillips 66 (PSX)
This table provides information on the latest institutional transactions involving Phillips 66 (PSX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Fruth Investment Management
|
SELL
|
- |
-200- 1.54% |
$25K - $29.4K
|
12.8K
$1.49M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
170+ 42.08% |
$21.3K - $25K
|
574
$66.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.83K- 3.62% |
$229K - $270K
|
48.8K
$5.68M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
147+ 0.07% |
$18.4K - $21.6K
|
219K
$25.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.12K+ 13.54% |
$265K - $312K
|
17.8K
$2.07M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-507- 14.71% |
$63.4K - $74.6K
|
2.94K
$342K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
757+ 3.28% |
$94.6K - $111K
|
23.8K
$2.77M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-196- 16.88% |
$24.5K - $28.8K
|
965
$112K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-490- 35.56% |
$61.3K - $72.1K
|
888
$103K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
425+ 2.62% |
$53.1K - $62.5K
|
16.6K
$1.93M
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
470+ 1.1% |
$58.8K - $69.2K
|
43K
$5M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
569New |
$71.1K - $83.7K
|
569
$66.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-27- 12.92% |
$3.38K - $3.97K
|
182
$21.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
3.68K+ 36.45% |
$460K - $541K
|
13.8K
$1.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Foundation Resource Management Inc
|
SELL
|
- |
-180- 0.27% |
$22.5K - $26.5K
|
65.5K
$7.61M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-251- 11.7% |
$31.4K - $36.9K
|
1.89K
$220K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.65K+ 12.79% |
$206K - $242K
|
14.5K
$1.69M
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
7.76KNew |
$970K - $1.14M
|
7.76K
$902K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
63+ 15.87% |
$7.88K - $9.27K
|
460
$53.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
SELL
|
- |
-300- 0.75% |
$37.5K - $44.2K
|
39.5K
$4.59M
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
16+ 0.55% |
$2K - $2.35K
|
2.9K
$337K
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
202+ 8.34% |
$25.3K - $29.7K
|
2.62K
$305K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-367- 2.36% |
$45.9K - $54K
|
15.2K
$1.76M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.01K+ 22.69% |
$127K - $149K
|
5.48K
$637K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
37+ 0.97% |
$4.63K - $5.45K
|
3.84K
$446K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-28- 0.86% |
$3.5K - $4.12K
|
3.22K
$375K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
187+ 8.16% |
$23.4K - $27.5K
|
2.48K
$288K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-40- 3.89% |
$5K - $5.89K
|
987
$115K
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
86+ 430.0% |
$10.8K - $12.7K
|
106
$12.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-27- 1.03% |
$3.38K - $3.97K
|
2.6K
$303K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
398+ 1.78% |
$49.8K - $58.6K
|
22.8K
$2.65M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.56K- 2.67% |
$445K - $523K
|
130K
$15.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-26- 0.79% |
$3.25K - $3.83K
|
3.28K
$381K
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-521- 6.22% |
$65.1K - $76.7K
|
7.85K
$912K
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
8.1K+ 24.99% |
$1.01M - $1.19M
|
40.5K
$4.71M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.65K- 6.61% |
$331K - $389K
|
37.4K
$4.34M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
495+ 46.22% |
$61.9K - $72.8K
|
1.57K
$182K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-142- 4.19% |
$17.8K - $20.9K
|
3.24K
$377K
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
BUY
|
- |
5+ 0.01% |
$625 - $736
|
45.6K
$5.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
14.4K+ 15.9% |
$1.8M - $2.12M
|
105K
$12.2M
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.59K+ 101.05% |
$324K - $381K
|
5.15K
$599K
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
50New |
$6.25K - $7.36K
|
50
$5.81K
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
BUY
|
- |
100+ 33.11% |
$12.5K - $14.7K
|
402
$46.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-42- 1.53% |
$5.25K - $6.18K
|
2.7K
$314K
|
|
|
Oct 09, 2024
Q3 2024
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
5.6K+ 22.91% |
$701K - $825K
|
30.1K
$3.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
8.24KNew |
$1.03M - $1.21M
|
8.24K
$958K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$125 - $147
|
1
$116
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-48- 71.64% |
$6K - $7.06K
|
19
$2.21K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
374+ 6.89% |
$46.8K - $55K
|
5.8K
$674K
|